Howland Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Howland Capital Management’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.1M	Buy	1,309,506 +78,880	+6%	+$1.99M	1.19%	23
2026 Q1	$31.2M	Buy	1,230,626 +40,109	+3%	+$1.02M	1.23%	24
2025 Q4	$30.3M	Buy	1,190,517 +63,919	+6%	+$1.63M	1.15%	24
2025 Q3	$28.8M	Buy	1,126,598 +109,146	+11%	+$2.77M	1.1%	28
2025 Q2	$25.9M	Buy	1,017,452 +61,635	+6%	+$1.55M	1.05%	32
2025 Q1	$24.1M	Buy	955,817 +29,143	+3%	+$730K	1.08%	35
2024 Q4	$23.1M	Buy	926,674 +205,504	+28%	+$5.16M	1.01%	33
2024 Q3	$18.4M	Buy	721,170 +277,533	+63%	+$7M	0.8%	41
2024 Q2	$11M	Buy	443,637 +254,644	+135%	+$6.28M	0.53%	49
2024 Q1	$4.71M	Buy	188,993 +75,908	+67%	+$1.89M	0.23%	72
2023 Q4	$2.84M	Buy	113,085 +30,979	+38%	+$752K	0.15%	81
2023 Q3	$1.97M	Buy	82,106 +42,587	+108%	+$1.04M	0.12%	100
2023 Q2	$968K	Buy	39,519 +26,207	+197%	+$649K	0.06%	132
2023 Q1	$332K	Buy	+13,312	New	+$329K	0.02%	211

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Howland Capital Management's IBDT Position: Q2 2026 in Review

Howland Capital Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 6.4% in Q2 2026, buying an estimated $1.99M and bringing the position to 1,309,506 shares worth $33.1M. The position accounts for 1.19% of the portfolio, ranked #23.

Howland Capital Management first reported a position in IBDT in Q1 2023 and has held it in 14 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Howland Capital Management held 1,309,506 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $33.1M as of Q2 2026.
Howland Capital Management bought 78,880 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.99M.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.19% of Howland Capital Management's portfolio in Q2 2026, its #23 holding.
Howland Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.